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外卖大战不能简单定义为“内卷式竞争”,专家呼吁包容审慎监管
Xin Lang Cai Jing·2025-08-14 08:15

Core Viewpoint - The ongoing food delivery competition is not simply a case of "involution" but rather contributes to social welfare by fostering new consumption habits and increasing market penetration in previously underserved areas [1][5]. Group 1: Competition and Market Dynamics - The competition in the food delivery sector has led to an increase in social welfare, as it has encouraged new consumption habits among previously low-penetration demographics [1][5]. - Non-price competition has shown signs of "involution," but price competition does not meet the criteria for being classified as "malicious" competition [1][6]. - The recent political discourse has shifted from "low-price" competition to a broader focus on "disorderly competition," indicating that price is a crucial competitive factor [2][7]. Group 2: Economic Impact - Instant economy, as a new business model, has the potential to enhance consumer satisfaction and stimulate macroeconomic growth by outsourcing household activities to the market [2][16]. - The food delivery sector has demonstrated significant scale and regional effects, particularly in western regions where growth rates have reached up to 300% [2][17]. - The shift from tangible goods to intangible services in the instant economy reflects a broader change in consumer behavior and market dynamics [17]. Group 3: Employment and Labor Market - The rise of the instant economy has created a substantial employment pool, particularly among marginalized groups, including those who are unemployed or unable to work full-time [19][20]. - The flexibility of gig work allows individuals to engage in multiple roles, contributing to a trend of "slash youth" who juggle various jobs across platforms [20][22]. - The increase in delivery personnel has implications for urban integration, as many riders find pathways to stable employment and social integration through their roles [22]. Group 4: Regulatory Considerations - The concept of "inclusive and prudent regulation" emphasizes the need for a solid theoretical foundation and evidence-based actions in regulating market behaviors [3][8]. - Regulatory bodies should focus on specific unfair competition behaviors while allowing for the natural evolution of the instant economy [3][8]. - There is a call for more attention to the working conditions and safety of delivery personnel, as well as the need for platforms to provide better support for this workforce [22].